Analyst Clem Chambers explains that current markets resemble the early stages of the dot-com bubble, with significant upside potential but also inevitable volatility and a future correction. Recent market moves were driven by institutional portfolio rebalancing, especially in tech and South Korea, causing unusual fluctuations. Chambers suggests the bubble phase could last another 16 months, offering opportunities for gains if investors navigate the volatility carefully. However, a major downturn similar to past crashes is expected eventually.
Intel's stock price has surged fivefold in the past year, driven by revived CPU demand for AI and optimism around its foundry business. However, Intel Foundry's financials tell a different story: external foundry revenue remains very small, operating...
Semiconductor stocks fell sharply this week, with major indexes dropping over 10% and wiping out $1.3 trillion in market value. The selloff was driven by fears about the sustainability of AI infrastructure spending, high valuations reminiscent of the...
Semiconductor stocks dropped sharply after Samsung Electronics reported quarterly profits exceeding those of Nvidia and Apple, but failed to meet Wall Street's high expectations for AI-driven growth. Samsung's shares fell 8%, and related stocks like ...
Marvell's stock price jumped 229% from $71.55 in July 2025 to $235.48 by July 2026, outperforming the S&P 500 but lagging behind Intel and AMD. The rally was fueled by a booming semiconductor market and AI sector optimism, peaking at an all-time high...
The Semiconductor Index surged 88% in the second quarter of 2026, driven by major gains from companies like Micron, Intel, and AMD. This remarkable growth reflects the intense global competition in AI technology, which has caught the attention of pol...
